INTEGRATIONS FOR ACCOUNTING PRACTICES
Connect your essential practice tools, multiply your impact
Seamlessly integrate with industry-leading platforms to automate workflows, eliminate double-entry, and create a unified practice management system.
Practice Management: One truth, zero duplication
Connect with IRIS, Xero Practice Manager, CCH, Sage, and many more practice management platforms for real-time client data synchronization. Maintain a single source of truth across your entire practice.
- Sync clients, contacts, jobs, and users automatically across all platforms
- Eliminate duplicate data entry with bi-directional updates
- Automate document filing directly to client records
- Create and manage workflows seamlessly between systems
- Real-time synchronization ensures data accuracy across your practic
Microsoft 365: Work smarter, not harder
Transform how you work with Microsoft tools through seamless integration with Word, Excel, PowerPoint, and Outlook.
- Open and edit Office documents directly with real-time collaboration
- Add emails and attachments to Workiro automatically from Outlook
- Auto-capture entire email threads and create tasks without leaving your inbox
- See which emails colleagues have already filed to avoid duplication
- Automatic saving with complete version control and audit history
Business Applications: Unify your client view
Extend Workiro's capabilities to NetSuite, Salesforce, Sage, and many more CRM, ERP, and specialised accounting tools.
- Direct integration with financial data for real-time insights
- Automated document filing to client and transaction records
- Sync CRM data with unified client communication history
- Connect marketing, sales, and accounting data seamlessly
Workiro gives accountants one place to capture, store, organise & analyse information
What Workiro users say
“Connecting Workiro with our accounting software has truly transformed our firm! Mundane tasks are now gone. We feel completely liberated!"
Want to know more?
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